McGlone Suttner Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.39M	Buy	94,511 +6,567	+7%	+$166K	0.28%	41
2026 Q1	$2.23M	Buy	87,944 +8,133	+10%	+$207K	0.3%	40
2025 Q4	$2.03M	Buy	79,811 +9,367	+13%	+$239K	0.27%	42
2025 Q3	$1.8M	Buy	70,444 +2,335	+3%	+$59.3K	0.25%	45
2025 Q2	$1.73M	Buy	68,109 +8,411	+14%	+$212K	0.26%	40
2025 Q1	$1.51M	Buy	59,698 +10,530	+21%	+$264K	0.25%	44
2024 Q4	$1.22M	Buy	49,168 +17,962	+58%	+$451K	0.2%	52
2024 Q3	$797K	Buy	31,206 +6,707	+27%	+$169K	0.17%	71
2024 Q2	$615K	Sell	24,499 -4,736	-16%	-$117K	0.13%	77
2024 Q1	$728K	Buy	29,235 +4,736	+19%	+$118K	0.14%	72
2023 Q4	$615K	Buy	24,499 +3,142	+15%	+$76.3K	0.12%	77
2023 Q3	$513K	Buy	21,357 +4,045	+23%	+$98.4K	0.12%	72
2023 Q2	$424K	Buy	17,312 +3,349	+24%	+$82.9K	0.1%	85
2023 Q1	$348K	Buy	+13,963	New	+$345K	0.09%	93

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McGlone Suttner Wealth Management's IBDT Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 7.5% in Q2 2026, buying an estimated $166K and bringing the position to 94,511 shares worth $2.39M. The position accounts for 0.28% of the portfolio, ranked #41.

McGlone Suttner Wealth Management first reported a position in IBDT in Q1 2023 and has held it in 14 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

McGlone Suttner Wealth Management held 94,511 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.39M as of Q2 2026.
McGlone Suttner Wealth Management bought 6,567 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $166K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.28% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #41 holding.
McGlone Suttner Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.